Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$301,792
+$53,330 QoQ
Shares Held
2,250
+30.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#330
of 514 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Hamilton Capital Partners Inc. holds $24,244,773 across 8 Capital Markets names. HLI ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
84,573 | $7,803,550 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,520 | $7,605,502 | |
| 3 | MS |
Morgan Stanley
|
35,686 | $7,459,801 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,608 | $452,941 | |
| 5 | HLI |
Houlihan Lokey, Inc.
This page
|
2,250 | $301,792 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
5,455 | $272,640 | |
| 7 | EVR |
Evercore Inc.
|
681 | $232,520 | |
| 8 | SF |
Stifel Financial Corp
|
1,663 | $116,027 |
All Filings in HLI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,792 | 2,250 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $248,462 | 1,730 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $301,348 | 1,730 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $342,473 | 1,668 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $300,156 | 1,668 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $269,382 | 1,668 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $298,000 | 1,716 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $262,629 | 1,662 | Shares | Sole | 2026-08-14 | |
| 2024-06-30 | $224,137 | 1,662 | Shares | Sole | 2026-08-14 | |
| 2024-03-31 | $282,274 | 2,202 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $407,694 | 3,400 | Shares | Sole | 2026-08-14 | |
| 2023-09-30 | $223,452 | 2,086 | Shares | Sole | 2026-08-14 | |
| 2023-06-30 | $452,029 | 4,598 | Shares | Sole | 2026-08-14 | |
| 2023-03-31 | $402,279 | 4,598 | Shares | Sole | 2026-08-14 | |
| 2022-12-31 | $787,577 | 9,036 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||